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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,631 | $88,360-48.4% | $145,433-68.6% | $67,986-32.9% |
| Participation rate | 94.4% | 65.5%+28.9pp | 82.1%+12.3pp | 57.2%+37.2pp |
| Annual return | 17.27% | 63.15%-45.9pp | 66.58%-49.3pp | 31.67%-14.4pp |
| Employer contribution / active EE | $3,999 | $3,054+30.9% | $4,554-12.2% | $2,019+98.1% |
| Participant deferral / active EE | $6,805 | $5,932+14.7% | $7,897-13.8% | $3,358+102.7% |
| Admin fee / account holder | $6,436 | $3,313+94.2% | $13,129-51.0% | $3,203+100.9% |